\n The company says this accolade is the gold standard of excellence in the UK financial planning profession. It confirms that PenLife has met the highest levels of ethical, professional, and technical standards.\n<\/p>\n
\n Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.\n<\/p>\n
\n These commitments include putting customers\u2019 interests first, investing in ongoing development of their people\u2019s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.\n<\/p>\n
\n RECOMMENDED READING:\n<\/p>\n
\n Matthew Hill, Chief Executive at the CII Group, said: \u201cBy achieving corporate Chartered status, PenLife Associates has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.\u201d\n<\/p>\n
\n Tom Hughes, PenLife , said: \u201cChartered status is more than a title, it\u2019s a public declaration of our commitment to professionalism, integrity, and putting clients first.\n<\/p>\n
\n \u201cIt reflects the values we\u2019ve built our business on and demonstrates to our clients that they are in safe, expert hands.\u201d\n<\/p>\n
\n Penlife Associates started on Bishopthorpe Road in 1984 and since then has grown, winning accolades along the way, including Corporate Chartered Financial planner status in 2009.\n<\/p>\n
\n In 2021, Julie Wilson, Andrew Richardson and Phil Mutter, the firm\u2019s then directors, stepped back and the company became an Employee-Owned Trust.\n<\/p>\n
\n Today, PenLife has 26 staff headed up by Directors, Deb Jacobs, Tom Hughes and Nina Wright. It is based at Tudor Court at Opus Avenue, Poppleton.\n<\/p>\n
\n The company is also a finalist in this year\u2019s York Press Business Awards in the Employer of the Year category.<\/p>\n","protected":false},"excerpt":{"rendered":"The company says this accolade is the gold standard of excellence in the UK financial planning profession. It…\n","protected":false},"author":2,"featured_media":157233,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":["post-157232","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/157232","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=157232"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/157232\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/157233"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=157232"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=157232"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=157232"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}